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How to use or fill out change in mode of holding in mutual fund with DocHub
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the date at the top of the form. Ensure you use the correct format: day, month, and year.
- In section A, provide your Folio Number and the names of all unit holders. Use CAPITAL LETTERS for clarity.
- Move to section B to select your new mode of holding. Tick either 'Anyone or Survivor' or 'Joint Holding' as applicable.
- In section C, update any additional details such as Mobile Number, PAN, and Email ID if they were not registered earlier. Remember to attach a copy of your PAN card.
- Finally, in section D, ensure that all unit holders sign the form. This is crucial regardless of the selected mode of holding.
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